> ## Documentation Index
> Fetch the complete documentation index at: https://docs.apers.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Templates

> Use pre-built templates to get started quickly across Deals, Documents, Playbooks, and Workflows

Templates are pre-built starting points provided by the Apers team. Instead of building from scratch, start with a template and customize it to fit your needs.

## Where Templates Are Available

Templates are available across multiple features in Apers:

| Feature       | What Templates Provide                                      |
| ------------- | ----------------------------------------------------------- |
| **Deals**     | Pre-configured deal structures with common fields and setup |
| **Documents** | Ready-to-use document formats stored in your Library        |
| **Playbooks** | Proven investment strategies with pre-set criteria          |
| **Workflows** | Pre-built automation sequences for common tasks             |

## Templates by Feature

### Deal Templates

Start a new deal with a pre-configured structure. Deal templates include common fields, default settings, and organizational structure so you can skip the setup and focus on analysis.

### Document Templates

Use pre-built document formats available in your [Library](/library/01-overview). These include financial models, memo formats, and other reusable documents your firm needs regularly.

### Playbook Templates

Start with a proven investment strategy instead of defining criteria from scratch. Playbook templates cover common approaches by asset class and risk profile, ready for you to adjust to your firm's targets.

### Workflow Templates

Use pre-built automation sequences created by the Apers team. Workflow templates handle common repetitive tasks so you can automate immediately without designing each step.

## How to Use Templates

<Steps>
  <Step title="Navigate to the feature">
    Go to Deals, Playbooks, or Workflows from the left side panel. For documents, open the Library.
  </Step>

  <Step title="Select Create from Template">
    Each feature has a **Create from Template** option. Click it to browse available templates.
  </Step>

  <Step title="Choose a template">
    Browse the list and select the template that fits your use case.
  </Step>

  <Step title="Customize">
    Once created, the template is yours to edit. Adjust any fields, criteria, or steps to match your requirements.
  </Step>
</Steps>

<Tip>
  You can duplicate any template to create multiple variations without modifying the original.
</Tip>

## Next Steps

<CardGroup cols={2}>
  <Card title="Deals" icon="folder-open" href="/deals/overview">
    Organize and manage your real estate projects.
  </Card>

  <Card title="Library" icon="book" href="/library/01-overview">
    Store and reuse documents and models across deals.
  </Card>

  <Card title="Playbooks" icon="book" href="/playbook/01-overview">
    Define and deploy your investment thesis.
  </Card>

  <Card title="Workflows" icon="rotate" href="/workflows/01-overview">
    Automate repetitive tasks with custom or template workflows.
  </Card>
</CardGroup>